Permit Capital
Latest statistics and disclosures from Permit Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SBAC, PBI, EXPE, FTDR, WDC, and represent 59.12% of Permit Capital's stock portfolio.
- Added to shares of these 4 stocks: EPAM (+$8.6M), KBR (+$6.9M), OTEX, GEN.
- Started 2 new stock positions in EPAM, KBR.
- Reduced shares in these 3 stocks: WDC (-$13M), QVCAQ, Echostar Corporation.
- Sold out of its position in QVCAQ.
- Permit Capital was a net buyer of stock by $6.7M.
- Permit Capital has $357M in assets under management (AUM), dropping by 21.40%.
- Central Index Key (CIK): 0001313978
Tip: Access up to 7 years of quarterly data
Positions held by Permit Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Permit Capital
Permit Capital holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 28.4 | $102M | 575k | 176.46 |
|
|
| Pitney Bowes (PBI) | 17.2 | $61M | 3.5M | 17.52 |
|
|
| Expedia Group Com New (EXPE) | 5.5 | $20M | 77k | 255.88 |
|
|
| Frontdoor (FTDR) | 4.3 | $15M | 198k | 77.59 |
|
|
| Western Digital (WDC) | 3.8 | $13M | -49% | 21k | 638.72 |
|
| Match Group (MTCH) | 3.7 | $13M | 350k | 38.05 |
|
|
| CVS Caremark Corporation (CVS) | 3.6 | $13M | 126k | 103.45 |
|
|
| Hp (HPQ) | 3.5 | $13M | 569k | 21.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $12M | 35k | 353.33 |
|
|
| Open Text Corp (OTEX) | 3.3 | $12M | +46% | 527k | 22.15 |
|
| Nortonlifelock (GEN) | 3.1 | $11M | +18% | 444k | 24.89 |
|
| Echostar Corp Cl A | 2.9 | $10M | -4% | 101k | 101.50 |
|
| MGIC Investment (MTG) | 2.7 | $9.6M | 341k | 28.20 |
|
|
| Epam Systems (EPAM) | 2.4 | $8.6M | NEW | 108k | 79.35 |
|
| Meta Platforms Cl A (META) | 2.4 | $8.4M | 15k | 563.29 |
|
|
| InterDigital (IDCC) | 2.3 | $8.2M | 29k | 283.13 |
|
|
| Range Resources (RRC) | 2.2 | $7.8M | 209k | 37.19 |
|
|
| Signet Jewelers SHS (SIG) | 2.0 | $7.0M | 81k | 86.20 |
|
|
| KBR (KBR) | 1.9 | $6.9M | NEW | 200k | 34.53 |
|
| Paypal Holdings (PYPL) | 1.6 | $5.6M | 130k | 43.18 |
|
Past Filings by Permit Capital
SEC 13F filings are viewable for Permit Capital going back to 2010
- Permit Capital 2026 Q2 filed Aug. 11, 2026
- Permit Capital 2026 Q1 filed May 7, 2026
- Permit Capital 2025 Q4 filed Feb. 11, 2026
- Permit Capital 2025 Q3 filed Nov. 10, 2025
- Permit Capital 2025 Q2 filed Aug. 6, 2025
- Permit Capital 2025 Q1 filed May 14, 2025
- Permit Capital 2024 Q3 restated filed Feb. 14, 2025
- Permit Capital 2024 Q4 filed Feb. 14, 2025
- Permit Capital 2024 Q3 filed Nov. 14, 2024
- Permit Capital 2024 Q2 filed Aug. 14, 2024
- Permit Capital 2024 Q1 filed May 15, 2024
- Permit Capital 2023 Q3 filed Nov. 14, 2023
- Permit Capital 2023 Q2 filed Aug. 14, 2023
- Permit Capital 2023 Q1 filed May 15, 2023
- Permit Capital 2022 Q4 restated filed Feb. 16, 2023
- Permit Capital 2022 Q4 filed Feb. 14, 2023